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Added 26 mins ago
TN
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Alterna Savings

Member Service Representative (Casual)

Stouffville, ON, L4A 4R6, Canada
Uxbridge, ON, L9P 1P4, Canada

Target Salary Range: $36,000- $38,000 · Full-time

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Job details

Pay: Target Salary Range: $36,000- $38,000
Job type: Full-time
Posting language: English
Posted: Oct 26, 2026

Original job description

Job Type: Full-Time

Target Salary Range: $36,000- $38,000

The compensation for this position is determined by a combination of skills, experience and is aligned to the market in which the job is posted. Your recruiter will provide additional details about our total rewards package during the hiring process.

Vacancy Status: This is a existing position

Scope of Position:

The Member Service Representative (MSR) provides professional and efficient service to members/clients utilizing sound knowledge of Alterna products and services to fulfill their transactional needs and provide an excellent member/client experience.

This role quickly develops a rapport with members/clients and proactively identifies their needs, promotes Alterna products and services and refers members/clients to the appropriate internal partner based on the complexity of their requirements, while ensuring compliance and adherence to operational policies and procedures.

As part of ongoing development, this role will require that you be flexible to assist in other areas of the branch, as required, with greeting and directing members as well as opening new accounts and dealing with general inquiries regarding our products and services.

Major Responsibilities:

Responds to member/client needs by delivery of friendly, efficient service and accurately processing various financial transactions including deposits, withdrawals, cheque cashing/ordering, bill payments, money orders, transfers, or foreign currency exchange.
Resolves member/client issues at first point of contact where possible and refers to senior internal officers based on the complexity of the situation.
Strives to create a positive member/client experience through each interaction and looks for ways to continuously improve the overall member/client branch experience.
Maintains a strong level of knowledge with respect to Alterna Savings’ products, services, sales disciplines, and current marketing campaign programs/strategies.
Actively participates in all sales disciplines (i.e., high five goals, side-by-side coaching, quarterly sales cycle training) and participates in branch campaign initiatives.
Utilizes quarterly learning to adapt strategies and increase results.
Ensures ongoing compliance and adherence to operational policies, procedures, objectives, and Code of Business Conduct.
Actively collects applicable fees and revenues, contributing to branch financial goals.
Finds solutions to enhance the member/client experience and minimize factors that may negatively impact the member/client experience.
Actively participates in setting individual sales and referral targets, goal setting and regular coaching sessions.
Performs other duties as assigned by Management.

Expectations / Outcomes:

Alterna Savings’ members will view the organization as exceeding their expectations in terms of service quality.
Personal sales and referral goals will be achieved, contributing to the overall growth of the branch and the organization.
Alterna Savings’ members will have the appropriate products that suit their needs.
Professional and safe work environment is maintained.
Accurate posting, cash management (including balancing), administrative, and security and risk management procedures.

Qualifications:

Post-secondary education preferred or an equivalent level of experience and education.
Previous experience in a sales role, including cash is preferred.
Previous Teller experience would be an asset.
Ability to work flexible hours based on branch operation hours.

About Alterna Savings

Alterna Savings and Credit Union Limited (Alterna) has delivered The Good in Banking® for over 115 years creating financial services that transform lives for the better, all while giving back to our community. Alterna is made up of Alterna Savings and Credit Union Limited and its wholly owned subsidiary, Alterna Bank.

Alterna is the first full-service, member-owned cooperative financial institution outside Quebec, sharing its expertise with over 210,000 members through a network comprised of 40 branches across Ontario, a call centre and multiple digital channels. Members and customers also benefit from an industry-leading online brokerage and investment management services.

To learn more about Alterna Savings, please visit alterna.ca, X, Facebook, Instagram, or LinkedIn.

Working at Alterna

We are incredibly proud of our corporate culture, embodying our core values: Collaboration, Integrity, and Respect, where everyone works together towards a common goal; the financial wellbeing of our employees, members, and customers. This commitment has earned us several prestigious employer awards, including the National Capital Region's Top Employers award for nine consecutive years.

We appreciate all applicants; however, preference will be given to candidates who most closely meet the qualifications, key skills, and competencies outlined above.

Alterna is compliant with the Ontarians with Disabilities Act and our team strives to provide an accessible accommodation experience. If you have a disability and require accommodations during the recruitment process, please contact our Recruitment Team and let us know how we can accommodate you.

Alterna does not currently use Artificial Intelligence (AI) to screen, assess, or select applicants

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More about this job

Responsibilities

Provide friendly, efficient service to members by processing financial transactions, resolving inquiries, and referring complex needs to appropriate internal partners. Promote relevant products and services, meet sales and referral goals, and follow operational, compliance, cash-management, and security procedures.

Requirements

Post-secondary education is preferred, or equivalent education and experience. Previous sales experience involving cash is preferred, teller experience is an asset, and candidates must be able to work flexible hours based on branch operations.

Skills

Member Service
Financial Transaction Processing
Cash Handling
Cash Balancing
Sales
Referrals
Product Knowledge
Needs Assessment
Issue Resolution
Customer Relationship Building
Compliance
Operational Procedures
Risk Management
Administrative Procedures
Communication
Flexible Scheduling

Visa sponsorship

Not detected in the job text

Keywords

Member Service
Credit Union
Retail Banking
Financial Transactions
Deposits
Withdrawals
Cheque Cashing
Bill Payments
Money Orders
Funds Transfers
Foreign Currency Exchange
Account Opening
Sales
Referrals
Member Experience
Product Promotion
Cash Management
Cash Balancing
Compliance
Operational Policies
Code Of Business Conduct
Risk Management
Branch Campaigns
Coaching
Financial Services

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